03/03/2026
Tax Associate Position Opening!
Job Summary
We are seeking a detail-oriented and analytical Tax Associate to join our dynamic team. The ideal candidate will possess a strong background in accounting and finance, with a focus on tax compliance and reporting. This role involves working closely with clients to ensure accurate tax filings and providing valuable insights on tax-related matters. The Tax Associate will play a crucial role in supporting our clients' financial health while adhering to all relevant regulations.
Responsibilities
Prepare and review federal, state, and local tax returns for individuals and businesses.
Conduct thorough account analysis and reconciliation to ensure accuracy in financial reporting.
Utilize accounting software, including QBO, for efficient data management and reporting.
Collaborate with clients to gather necessary documentation and provide guidance on tax-related inquiries.
Stay updated on changes in tax laws and regulations, particularly those related to securities law.
Support financial sales initiatives by providing tax-related insights that benefit client decision-making.
Maintain organized records of all tax-related documents and correspondence.
Qualifications
Experience in public accounting or a tax preparation is highly desirable.
Strong understanding of accounting principles, including balance sheet reconciliation and account reconciliation.
Proficiency in accounting software applications; familiarity with QBO is a plus.
Excellent analytical skills with attention to detail for accurate financial reporting.
Strong communication skills to effectively interact with clients and team members.
Ability to work independently as well as collaboratively within a team environment.
This is an entry level position. Looking for an individual interested in starting a career and growing. If you believe you are mid-level or higher, please submit a resume with salary requirements.
Job Type: Full-time
Benefits:
Flexible schedule
Opportunities for advancement
Paid time off
Schedule:
Monday to Friday
Overtime
Work Location: In person
Submit resumes to: [email protected]
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